embraer day ny 2009 apresentação aviação comercial
DESCRIPTION
TRANSCRIPT
Apr/09
Airline Market OverviewA perspective from the 30 to 120-seat segment
Mauro KernMauro KernExecutive Vice PresidentExecutive Vice President
Airline MarketAirline Market
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
This presentation includes forward-looking statements or statements about events or circumstances which have not occurred. We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends affecting our business and our future financial performance. These forward-looking statements are subject to risks, uncertainties and assumptions, including, among other things: general economic, political and business conditions, both in Brazil and in our market.
The words “believes,” “may,” “will,” “estimates,” “continues,” “anticipates,”“intends,” “expects” and similar words are intended to identify forward-looking statements. We undertake no obligations to update publicly or revise any forward-looking statements because of new information, future events or other factors. In light of these risks and uncertainties, the forward-looking events and circumstances discussed in this presentation might not occur. Our actual results could differ substantially from those anticipated in our forward-looking statements.
Forward Looking Statement
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
Air Transport Industry CyclesAirlines parking aircraft to reduce capacity
B737 Old Generation represents 33% of total parked fleet in 2008
Source: Merrill Lynch (16/Mar/09)
Number of Parked Aircraft
SeatSegment
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
The 50-Seater Marketand the ERJ145
The 50-Seater Marketand the ERJ145
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
ERJ 145 Family Order Book
(December, 31th 2008)
DeliveriesFirm
Backlog
ERJ 135 108 0
ERJ 140 74 0
ERJ 145 693 40
Total 875 40
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
RJ50 Routes Evolution - Mexico
2004 2008
Source: OAGback (1Q09), Embraer
ERJ 145 Network
CRJ Network
E145 + CRJ
RJ50 fleet in Mexico increased from 5 (5 ERJ 145) in 2004to 50 units (34 ERJ 145+16 CRJ) in 2008
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
E-Jets: helping airlines to weather the crisis storm
E-Jets: helping airlines to weather the crisis storm
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
E-Jets Deployment Profile
Source: OAGback (1Q09)
53% of E-Jets operations: right-sizing of narrowbody services
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
Right-sizing at Delta Airlines
New York LaGuardia (LGA) – Washington National (DCA)
Dec/08
E175
MD88
Apr/09
Frequency 15 15
Seats 2,058 1,050
MD88
MD88
MD88
MD88
MD88
MD88
MD88
MD88
MD88
MD88
MD88
MD88
MD88
E175
E175
E175
E175
E175
E175
E175
E175
E175
E175
E175
E175
E175
E175
E175
E1
75
MD
88
Source: OAGback (1st Wed of Dec/08 and Apr/09)
Glen HauensteinDelta EVP Network
“These are not normal Regional Jets when we say Embraers.
These are the E175s which are actually the most comfortable
airplanes out there – more comfort with fewer seats” (2009)
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
E-Jets Family Order Book
Source: Embraer (December, 31th 2008)
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
Grand Slam: E-Jets at Europe´s top airlines
Source: Embraer (Jan/09)
Orders Backlog
16 E190 29
14 E195
Orders Backlog
6 E170 11
5 E190
Orders Backlog
7 E170 13
11 E190
Orders Backlog
10 E190 8
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
E-Jets: same efficiency ���� different business models
Network Low CostRegional
Source: Embraer (Dec/08 - Sirte Oil, GECAS and Jetscape not presented)
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
E-Jets Worldwide Distribution
Customers Firm Orders
• Diversified customer-base across five continents
• Increased presence in emerging markets with established carriers
Source: Embraer (Dec/08)
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
Embraer Market Forecast (2009-2028)
Projected Deliveries - Jets
Source: Embraer
Last YearForecast2008-27
1,100
2,600
3,750
7,450
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
Embraer Market Forecast (2009-2028)
6,750 new jets will be delivered in the 30 to 120-seat segment
Source: Embraer
T h e i n f o r m a t i o n c o n t a i n e d h e r e i n i s p r o p e r t y o f E m b r a e r a n d s h a l l n o t b e c o p i e d o r u s e d w i t h o u t E m b r a e r ´ s w r i t t e n c o n s e n t
E-Jets around the world: 50 Airlines / 34 Countries